MWA
DEO icon

Medallion Wealth Advisors’s Diageo DEO Stock Holding History

Medallion Wealth Advisors’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.5K Hold
396
– – 0.01% 580
2025
Q4 		$34.2K Buy
396
+56
+16% +$5.16K 0.01% 535
2025
Q3 		$32.4K Hold
340
– – 0.01% 545
2025
Q2 		$34.6K Hold
340
– – 0.01% 531
2025
Q1 		$35.6K Hold
340
– – 0.02% 479
2024
Q4 		$38.2K Buy
+340
New +$43.3K 0.02% 455

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Medallion Wealth Advisors's DEO Position: Q1 2026 in Review

Medallion Wealth Advisors held its Diageo (DEO) position steady in Q1 2026 at 396 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #580.

Medallion Wealth Advisors first reported a position in DEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.2K in Q4 2024. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Medallion Wealth Advisors held 396 shares of Diageo worth $29.5K as of Q1 2026.
  • Medallion Wealth Advisors left its Diageo share count unchanged in Q1 2026.
  • Diageo made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #580 holding.
  • Medallion Wealth Advisors first reported a position in Diageo in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Diageo position peaked at $38.2K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.